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Laidlaw Wealth Management’s Lockheed Martin LMT Stock Holding History

Laidlaw Wealth Management’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,008
Closed -$412K – 258
2023
Q3 		$412K Sell
1,008
-2,484
-71% -$1.1M 0.14% 168
2023
Q2 		$1.61M Buy
3,492
+126
+4% +$58.5K 0.31% 85
2023
Q1 		$1.59M Buy
3,366
+162
+5% +$76K 0.32% 84
2022
Q4 		$1.56M Sell
3,204
-39
-1% -$18.1K 0.33% 86
2022
Q3 		$1.25M Buy
3,243
+19
+0.6% +$7.93K 0.29% 93
2022
Q2 		$1.39M Buy
3,224
+917
+40% +$403K 0.28% 100
2022
Q1 		$1.02M Sell
2,307
-88
-4% -$35.7K 0.17% 140
2021
Q4 		$851K Sell
2,395
-415
-15% -$144K 0.14% 154
2021
Q3 		$970K Sell
2,810
-384
-12% -$139K 0.25% 94
2021
Q2 		$1.21M Buy
+3,194
New +$1.23M 0.31% 83
2021
Q1 		– Sell
-1,708
Closed -$606K – 298
2020
Q4 		$606K Buy
1,708
+1,135
+198% +$417K 0.13% 167
2020
Q3 		$220K Sell
573
-5
-0.9% -$1.91K 0.1% 186
2020
Q2 		$211K Buy
+578
New +$218K 0.11% 165
2020
Q1 		– Sell
-537
Closed -$209K – 165
2019
Q4 		$209K Buy
+537
New +$206K 0.13% 156

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laidlaw Wealth Management's LMT Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 1,008 shares — an estimated $412K sold.

Laidlaw Wealth Management first reported a position in LMT in Q4 2019 and held it in 14 quarters. The position peaked at $1.61M in Q2 2023. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,008 Lockheed Martin shares in Q4 2023, an estimated $412K.
  • Laidlaw Wealth Management first reported a position in Lockheed Martin in Q4 2019 and held it in 14 quarters.
  • Laidlaw Wealth Management's Lockheed Martin position peaked at $1.61M in Q2 2023.
  • 2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.